Replacing Risk – Case Study
IntellectAbility (Replacing Risk) – CRM, Forms, Flow & Books Integration Case Study Industry: Health & Human Services – IDD Risk Management | Location: Florida & Remote (U.S.) | Team Size: 40+ Apps: CRM, Books, Flow, Forms, Analytics, Campaigns, Sign, Desk Unified Webform & Lead Routing Automated Ecommerce & Training Flows Improved Reporting & New-Customer Insight […]
The CRM Zen Show Episode 383 – I’m Not Throwing Away My Zero-Shot
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JEM Designs – Case Study
JEM Designs – Zoho Optimization & Client Portal Case Study Industry: Cabinets & Countertops | Location: Dayton, OH | Team Size: 10 Apps: Zoho CRM, Creator Improved Client Experience Streamlined Prospect Intake Enhanced Operational Efficiency Executive Summary JEM Designs is a cabinetry and countertops provider specializing in custom kitchens, bathrooms, bars, laundry rooms, and more. […]
The CRM Zen Show Episode 382 – #ZO25 and the Spaces of Productivity
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AFS Group – Case Study
AFS Group – Flooring CRM, Integrations & Analytics Case Study Industry: Flooring & Home Improvement | Location: Midwest & Mid-South, USA | Team Size: 500+ Apps: Zoho CRM, Analytics, Desk, Flow, Forms, Projects, Sign, Survey End-to-End Lead-to-Deal Visibility Integrated Call Center & Scheduling Automated Commercial Workflows Executive Summary AFS Group is a $225M+ flooring company […]
The CRM Zen Show Episode 381 – Auto-Magically Reducing Your Ticket Count
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Arrive55 & The Wine Mover – Case Study
Arrive55 & The Wine Mover – Zoho Platform Consolidation & CRM Modernization Case Study Industry: Logistics & Supply Chain (Temperature-Controlled Wine Logistics) | Location: Multi-state U.S. operations (TX, FL, AZ, CA, NC) | Team Size: Small distributed team Apps: Zoho CRM, Books, Analytics, Creator, Flow, Forms, Invoice, PageSense, Sign Salesforce & Zoho consolidated into one […]
The CRM Zen Show Episode 380 – Import-ant Clues in Your CRM Timeline
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Franklin Skills – Case Study
Franklin Skills – Zoho One Optimization Case Study Industry: Workforce Development | Location: Maryland, USA | Team Size: < 50 Apps: Zoho CRM, Campaigns, Recruit, Forms, Flow Streamlined Operations Reduced Manual Workload Improved Team Efficiency Executive Summary Franklin Skills provides training and recruitment solutions to help organizations strengthen their tech teams. With fewer than 50 […]
The CRM Zen Show Episode 379 – Thread Count Isn’t Just for Linens Anymor
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